Trade approvals

A Family Head or a portfolio's own login can add, change or delete trades dated up to 3 days back. Anything older becomes a request here, and is applied only when the firm approves it. This keeps old figures, and the gains already reported, from changing without the firm knowing.

If you raised a request

1. When you save a trade older than 3 days, it is not saved. You see a message and are taken to Trades > Approvals.
2. Your request shows as Waiting. You can Withdraw it while it waits.
3. Once your firm approves it, the trade is saved as if you had entered it. If they reject it, nothing changes.

The same applies to changing or deleting a trade dated more than 3 days back, and to moving a recent trade to an older date. While a request waits, that trade can't be changed again.

If you approve requests (firm staff)

1. Open Trades > Approvals. The Trades page also shows a box when something is waiting.
2. Each request shows the trade asked for and, for a change, the trade as it is now, crossed out.
3. Add a note if you like, then Approve or Reject.

Approving saves the trade through the normal checks again. If a check fails, for example the portfolio has been deactivated, nothing changes and the request stays waiting.

"This trade has a request waiting"

Withdraw the earlier request, or wait for it to be decided, then make the change.

Approved, but the trade isn't there

Look at the request's status: a failed check leaves it waiting, with the reason.